錢進擂台賽 EP93 | 台積電2026創天價！CoWoS大單釋出誰吃下？京元電子、日月光投控股價難分難捨黃仁勳兩大明牌誰能勝出？| #劉彥良

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2026黑馬股該買誰? 全球AI需求持續暢旺過去黃仁勳在GTC大會上表示 2025到2026年的Blackwell和Rubin GPU 出貨量將達到2000萬顆比上一代Hopper的出貨量多出近4倍然而，每顆Blackwell的測試時間是上一代的3倍而Rubin還會再增加2倍等於產能只能更加供不應求為此，台積電正在加速擴產委外封測的訂單自然也將呈現倍數增長而在台股供應鏈當中究竟是近期不斷創新高的京元電有潛力? 還是漲幅相對落後的日月光更有爆發力? 誰才是我們最好的選擇呢? 歡迎留言你的看法!! 🎤主持：品樺 🎤分析師：劉彥良節目導讀： 00:00 精彩預告 00:51 京元電、日月光買誰好? 01:34 京元電財報完勝日月光一細節要注意? 03:39 無人能敵的王者京元電憑什麼這麼強? 06:50 封裝測試一條龍日月光今年訂單滿載? 10:33 兩家公司股價差不多誰有機會先勝出? 12:20 京元電、日月光該買誰? 最終選擇是… #輝達 #黃仁勳#Rubin#GPU#ASIC #台積電#2330#CoWoS#先進封裝 #京元電子#2449#日月光#3711 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週二晚上七點線上首播 ※本節目內容僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 -- Hosting provided by SoundOn

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錢進擂台賽 EP93 | 台積電2026創天價！CoWoS大單釋出誰吃下？京元電子、日月光投控股價難分難捨黃仁勳兩大明牌誰能勝出？| #劉彥良

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